See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,640 | $177,572-32.1% | $154,803-22.1% | $142,382-15.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.98% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,211 | $4,810-33.2% | $4,305-25.4% | $4,299-25.3% |
| Participant deferral / active EE | $6,118 | $6,272-2.4% | $5,540+10.4% | $6,507-6.0% |
| Admin fee / account holder | $4,514 | $16,786-73.1% | $14,329-68.5% | $12,624-64.2% |